Research Analyst

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

OVERVIEW:

The Research Analyst position is part of a team responsible for monitoring and sourcing investments for our clients. This individual will primarily be responsible for performing in-depth fundamental due diligence on existing and prospective managers, providing opinions and recommendations to the firm's Investment Committee. Additionally, this individual will develop and maintain excellent industry relationships and represent the firm well internally and externally.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

RESPONSIBILITIES:

• Source and Monitor. Identify and source prospective investments for inclusion in client portfolios. Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations.
• Analysis. The individual is responsible for performing detailed independent analysis on existing investments and for providing recommendations to the firm's investment team. Construct well-supported investment recommendations to the firm's investment committee highlighting the underlying opportunity, the manager's edge, and risks associated with a potential investment. In addition, remain up-to-date on industry trends, regulatory matters, and market events impacting funds, managers, clients, and the industry.
• Portfolio Manager Support. Serve as the point person on specific investments and support our portfolio management and investment teams in all activities related to managing our portfolios. In addition, work with internal partners and interface with clients as needed.
• Firm Building. Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Have the ability and willingness to contribute to the advancement of team, office, and business capabilities. Participate in ad hoc projects requested by management.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree, preferably in economics or finance
• 5+ years of experience in financial markets, preferably in manager due diligence

PREFERRED QUALIFICATIONS:

• CFA, CAIA, and/or CIMA designation
• Passionate about investing; deep knowledge of financial markets
• Detail-oriented with the ability to effectively prioritize time and manage multiple tasks
• Strong written and oral communication skills
• Strong analytical and investigative skills
• Excellent client service orientation, responds to requests promptly
• Ability to interact with other team members on shared goals and objectives
• Willingness to debate and constructively challenge opinions in a group setting
• Willingness to travel up to 20% of the time

Our Benefits Overview:

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate.